Portfolio (Quarterly) Guide ↗

Longaeva Partners L.P.

· CIK 0002054122

13F Portfolio $2.7B AUM 204 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 150 New 33 Added 19 Reduced 65 Exited

Page 1 of 4 · 65 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BDX CALL	BECTON DICKINSON & CO	Healthcare	1,000,000	$194.1M	16.28%	SOLD
2	EW CALL	EDWARDS LIFESCIENCES CORP	Healthcare	845,000	$72.0M	6.04%	SOLD
3	SBUX CALL	STARBUCKS CORP	Consumer Cyclical	600,000	$50.5M	4.24%	SOLD
4	CAI	CARIS LIFE SCIENCES INC	Healthcare	1,509,745	$40.7M	3.42%	SOLD
5	BDX	BECTON DICKINSON & CO	Healthcare	131,330	$25.5M	2.14%	SOLD
6	TPG	TPG INC	Financial Services	374,833	$23.9M	2.01%	SOLD
7	NVO	NOVO-NORDISK A S	Healthcare	444,266	$22.6M	1.90%	SOLD
8	EW	EDWARDS LIFESCIENCES CORP	Healthcare	259,367	$22.1M	1.85%	SOLD
9	—	STUBHUB HLDGS INC	—	1,450,047	$19.6M	1.65%	SOLD
10	PCTY	PAYLOCITY HLDG CORP	Technology	121,383	$18.5M	1.55%	SOLD
11	EAT	BRINKER INTL INC	Consumer Cyclical	119,904	$17.2M	1.44%	SOLD
12	RJF	RAYMOND JAMES FINL INC	Financial Services	90,741	$14.6M	1.22%	SOLD
13	—	BIRKENSTOCK HOLDING PLC	—	256,156	$10.5M	0.88%	SOLD
14	FIS	FIDELITY NATL INFORMATION SV	Technology	151,695	$10.1M	0.85%	SOLD
15	HBAN	HUNTINGTON BANCSHARES INC	Financial Services	531,414	$9.2M	0.77%	SOLD
16	WTFC	WINTRUST FINL CORP	Financial Services	64,715	$9.0M	0.76%	SOLD
17	NTRS	NORTHERN TR CORP	Financial Services	65,972	$9.0M	0.76%	SOLD
18	MNST	MONSTER BEVERAGE CORP NEW	Consumer Defensive	115,867	$8.9M	0.74%	SOLD
19	HLNE	HAMILTON LANE INC	Financial Services	63,619	$8.5M	0.72%	SOLD
20	RKT	ROCKET COS INC	Financial Services	436,794	$8.5M	0.71%	SOLD

Page 1 of 4 · 65 positions

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Sector Allocation

Financial Services 39.8%

Healthcare 21.9%

Technology 17.0%

Industrials 8.7%

Consumer Cyclical 7.3%

Consumer Defensive 2.1%

Communication Services 2.0%

Energy 0.8%

Utilities 0.3%

Basic Materials 0.1%